昨日，美国商务部就对华太阳能电池反倾销反补贴调查作出终裁，对中国光伏企业征收的反倾销税率从18.32%~249.96%不等，反补贴税率从14.78%~15.97%不等。

yesterday,The us department of commerce is China solar cell anti-dumping countervailing investigation to make the final,To China pv enterprises to the collection of anti-dumping tax rate ranging from 18.32% ~ 249.96%,Countervailing tax rates ranging from 14.78% to 15.97%.

　　光伏危局

Photovoltaic crisis of

　　今年上半年，美国商务部对华太阳能电池双反调查的初裁结果是，对中国光伏产品征收2.9%~4.73%的反补贴税和31.14%~249.96%的反倾销税。

In the first half of this year,The us department of commerce China solar cell double reverse survey of initial cutting as a result,For Chinese photovoltaic products collection of 2.9% ~ 4.73% of the countervailing duties and 31.14% ~ 249.96% of the anti-dumping duties.

　　虽然在终裁结果出来之前，各方已认为结果不会有太大变数，但昨日不算小的税率调整幅度，还是令业内感到有些意外。“在此种征税幅度下，中国光伏企业的成本将提高40%”，有分析师这样指出。

Although the results of the final out before,The parties have to think about the result won't have too big variable,But yesterday is not small tax rate adjustment range,Or make a bit surprised by the industry."In this kind of tax,China pv enterprises cost will be increased by 40%",Analysts said.

　　强烈不满

Strong dissatisfaction

　　与初裁相比较，终裁结果有些出乎意料：其中，反倾销税率从31.14%下调至18.32%，最高幅度不变;反补贴税率则大大高于初裁，从“2.9%~4.73%”上升到了“14.78%~15.97%”。“调整幅度比较大，高于预期”，卓创资讯能源分析师李祾譞向记者表示。

And compared the margin,The final results some unexpected:the,Anti-dumping tax rate from 31.14% down to 18.32%,The highest amplitude unchanged;Countervailing rate is greatly higher than that of the initial cutting,from"2.9% ~ 4.73%"Rose to"14.78% ~ 15.97%"."Adjustment range is larger,Higher than expected",Zhuo and information energy analyst li 祾 Xuan told reporters.

　　昨日，商务部新闻发言人沈丹阳就美国对华太阳能电池反倾销、反补贴调查作出终裁发表谈话。他表示，美国商务部无视中国政府和中国企业的合理抗辩，对中国输美太阳能电池产品采取不公正的征税措施，中方对裁决结果表示强烈不满。

yesterday,Commerce ministry spokesman said the United States ShenDanYang China solar cell anti-dumping/Countervailing investigation to make final speech.He said,The us department of commerce of the Chinese government and Chinese enterprises' reasonable defense,On China's lost beauty solar battery products take unfair tax measures,The Chinese side to award the results expressed strong dissatisfaction.

　　在“2012年中国光伏企业市值排名榜”排名第二的天合光能则发表声明称，美国国际贸易委员会将在2012年11月正式投票，对产业损害和紧急情势另外做出独立的判定，天合光能在此期间仍将积极捍卫自己的权益，将保留对美国商务部或者国际贸易委员会的终裁做进一步上诉的权力。

in"In 2012, China pv enterprises rankings value"The second pv is issued a statement that said,United States international trade commission will be in November 2012 official vote,On the industrial damage and emergency situation in addition to make independent decision,Pv during this period will be positive to defend their own rights and interests,Will keep to the United States international trade commission the ministry of commerce or the final do further appeal power.

　　按照美方贸易救济程序，除美国商务部外，此案还需美国国际贸易委员会作出终裁。根据目前日程，美国国际贸易委员会定于今年11月23日左右作出终裁。如果美国国际贸易委员会也作出肯定性终裁，即认定从中国进口的此类产品给美国相关产业造成实质性损害或威胁，美国商务部将要求海关对相关产品征收“双反”关税。根据美国商务部公布的数据，2011年美国从中国进口了价值约为31亿美元的晶体硅光伏电池及组件。

According to the United States trade relief program,In addition to the us department of commerce,The case also need to United States international trade commission to make a final.According to the current schedule,United States international trade commission is scheduled for November 23, or so to make the final.If the United States international trade commission to also make a final affirmative,Namely that such products imported from China to the United States related industry cause substantial damage or threat,The us department of commerce will ask the customs for the relevant product collection"Double reverse"tariff.According to data published by the us department of commerce,In 2011 the United States imports from China worth about $3.1 billion for crystalline silicon photovoltaic battery and components.

　　

成本上涨 costs

　　从去年开始，中国光伏企业就一直厄运连连。

Since last year,China pv enterprises have been bad luck repeatedly.

　　在这些光伏企业还没有从美国对华的高额征税标准中回过神来之际，欧盟又发动了对中国光伏电池的反倾销调查，并正在酝酿反补贴调查。而除欧美两大光伏市场外，印度等新兴市场也是蠢蠢欲动。业内人士直言，用“岌岌可危”来形容中国光伏行业的现状不算夸张。

In these photovoltaic enterprise is not high in China from the United States in the standard tax return of god,The European Union and launched its China pv cell anti-dumping investigation,And are brewing countervailing investigation.And in addition to Europe and the United States two big photovoltaic market outside,Emerging markets such as India is approaching.The personage inside course of study to,with"At risk"To describe the present situation of China pv industry is not exaggeration.

　　李祾譞谈到，目前国内光伏企业对美国的出口量占整个光伏产品出口量的10%，虽然看似比例不高，但征收反倾销税、反补贴税后，“国内光伏企业的出口成本会上涨至少40%”，这就不再是一个小的比例了。

Li 祾 Xuan talked about,At present domestic photovoltaic enterprise for American exports account for 10% of the whole pv products exports,Although seemingly ratio is not high,But anti-dumping duties/Countervailing after-tax,"The domestic photovoltaic enterprise export costs will rise at least 40%",This is no longer a small proportion of the.

　　据了解，从2011年至今，产能过剩导致太阳能产品价格大幅下滑，多晶硅销售从2011年年初的70~80美元/公斤下降至目前的20~30美元/公斤，太阳能组件价格从去年的1.7美元/瓦降至今年年中0.85美元/瓦。即使价格下降幅度如此之大，但出口情况仍不乐观，李祾譞认为，在这样的出口状况下，由于征收关税而提价不太可能，“关税的价格只能由企业自己消化了”。

It is understood,From 2011 to now,Excess capacity lead to solar products prices fell sharply,Polysilicon sales from 2011 at the beginning of the year to $70 to $80 / kg fell to the present 20 ~ 30 dollars/kg,Solar energy components from last year's price $1.7 / tile fall so far in the middle of $0.85 / tile.Even if the price decline range is so big,But the export situation is still not optimistic,Li 祾 Xuan think,In such export situation,Due to the tariff and price increase is unlikely,"Tariff price will melt away by enterprises themselves".

　　

光伏危局 川企 Photovoltaic crisis of sichuan enterprises

　　

天威新能源在欧盟调查之列 Tianwei new energy in the eu among the survey

　　虽然欧美双反调查对国内光伏行业打击接踵而至，但目前主要针对的是中国晶体硅光伏电池及组件环节，这让云集了众多上游多晶硅企业的四川还能喘口气。四川永祥股份相关人士表示，欧美双反调查对上游多晶硅企业影响不大。

Although Europe and the United States double anti investigation on domestic photovoltaic industry blow follow,But at present mainly aims at is the China crystal silicon photovoltaic battery and component link,This let gathered numerous upstream polysilicon enterprise sichuan can also take a breath.Sichuan ever cheung shares relevant personage says,Europe and the United States double reverse survey to upstream polysilicon enterprise the impact is not big.

　　但事实上，欧美双反调查已经悄悄蔓延到了四川。就在美国商务部终裁结果公布前几天，欧盟公布了对华光伏反倾销调查的中国应诉企业名单，抽样调查企业总共134家，其中英利、尚德、赛维、锦州阳光、晶澳和旺能光电6家为强制应诉企业。在这一批被调查对象中，位于成都的天威新能源也成了抽样调查对象之一。

But in fact,Europe and the United States double reverse survey had slipped spread to sichuan.In the us department of commerce announced a few days ago the final results,The European Union announced China pv anti-dumping investigation of China appearance enterprise list,Sampling survey enterprise a total of 134 home,The British and/suntech/"D/Jinzhou sunshine/Crystal Macao and prosperous can photoelectric six for forced appearance enterprise.In this batch of those surveyed,Is located in chengdu tianwei new energy has become one of the sampling investigation object.

　　此次抽样调查对象包括电池、硅片、组件等类型企业，其中6家组件出口企业占所有被调查出口企业组件出口总量的26%;4家电池出口企业占被调查企业电池出口总量的59%;2家硅片出口企业占被调查企业硅片出口总量的79%。根据惯例，强制应诉企业将获得单独关税税率，15个月后这一反倾销调查将进行终裁。

The sampling investigation objects including battery/Silicon wafer/The component type etc enterprise,The six components export enterprise of all survey export enterprise components exports 26%;Four battery export enterprise are investigated for 59% of the total export enterprise battery;Two silicon wafer export enterprise by investigation of 79% of the total export enterprise silicon chips.According to the practice,Forced appearance enterprise will receive individual tariff,15 months after the anti-dumping investigation will be final.

　　中国可再生能源学会副理事长孟宪淦建议，国内企业最好积极参与欧盟调查。从美国双反结果看，配合调查的企业会得到较低的税率，而不配合调查的企业得到的税率会偏高。

The Chinese renewable energy to vice President of MengXianGan Suggestions,The domestic enterprise best actively participate in the survey.Double inverse results from the United States to see,Cooperate with investigation of the enterprise will get lower tax rate,And don't cooperate with investigation of the enterprise get tax rate will be on the high side.

　　

光伏危局 近忧 Photovoltaic crisis of life

　　

欧盟跟风“才是最可怕的” The European Union follow suit"Is the most terrible"

　　事实上，美国并不是全球最大的光伏市场，对中国光伏产业造成的影响相对有限，而它带来的对欧盟的示范效应才是最可怕的———中国出口欧盟的光伏产品已经超过200亿美元，是美国的数倍之多。而且欧盟对华光伏反倾销调查也正式立案，而且涉案产品更广。

In fact,The United States is not the world's largest photovoltaic market,On the impact of China pv industry relatively limited,And it brings to the eu's demonstration effect is the most terrible -- China's exports the European Union of photovoltaic products have been more than 20 billion dollars,Is the United States several times as much.And eu's pv anti-dumping investigation also formally put on record,And the products involved more widely.

　　一位国内大型光伏企业人士向记者坦言了自己的担心，“尽管美国和欧盟的调查程序有所区别，但是美国的调查手法却可以被欧盟所借鉴，甚至税率也都可以作为欧盟的参考。”

A large domestic photovoltaic enterprise personage to reporter said his worry,"Although the United States and the European Union investigation procedure of different,But the survey technique can be the eu model,Even rate are also can be used as a reference of the European Union."

　　在中国机电产品进出口商会法律部主任刘慧娟看来，对“欧盟愿意磋商解决矛盾”的表态，要看与其实际行动是否一致，欧盟所说的磋商是在案件调查基础上进行的，案件调查不会自动停止。

In China, mechanical and electrical products import and export chamber of commerce legal department director LiuHuiJuan looks,to"The European Union willing to consultation solve contradiction"statement,Want to see and its practical action is consistent,The eu said consultations are in the case on the basis of investigation of,Case investigation will not automatically stop.

　　“欧盟调查已深入到企业层面，作为强制应诉企业，我们只能是尽可能配合调查。在我们看来，既然欧盟已经发起调查，恐怕不会说停就停，美国的范例也摆在那里，最终难免要走到如何敲定税率的环节。”上述公司人士如是表态。

"The European Union investigation has deep into the enterprise level,As a compulsory appearance enterprise,We can only is as far as possible in the survey.In our view,Since the European Union has launched investigation,I'm afraid I won't say stop stop,The United States example also put in there,Finally is to go to how to square the link tax rate."The company people so declare.

　　雪上加霜的是，由欧盟多家企业组成的团体已向欧洲监管部门提起申诉，指控中国光伏公司获得非法补贴。对于这些企业的连续发难，英利总裁特别助理陈卓称：“早有预期，估计反补贴也会立案，进行合并调查。”

To add to the misery of,More than by the eu enterprises groups already to European regulators mention appeal,Accused of China pv companies gain illegal subsidies.For these enterprise's continuous revolt,The special assistant to the President ChenZhuo says:"Early have expected,Estimate countervailing will also put on record,Combined with investigation."

　　陈卓还曾对记者分析说，美国是选取泰国作为替代国进行调查，而欧盟的替代国是美国，对比两者之间的生产成本等因素后，欧盟税率可能还会更高。“而且欧盟对华光伏产品的调查范围也大于美国。”

ChenZhuo had said to reporters analysis,The United States is selected as TiDaiGuo Thailand investigation,The eu's TiDaiGuo is the United States,Contrast between the cost of production factors,The eu tax rate may be higher."And eu's pv product scope of investigation is also greater than the United States."

　　上述人士表示，现在企业已经从欧美的双反恐慌中走出，除积极配合调查外，更多的精力已经投入到新兴市场开拓、技术研发以及生产成本控制中去了。

The above said people,Now enterprises are from America and Europe have double reverse panic out of,In addition to actively cooperate with the investigation,More energy has been spent on emerging market development/Technology research and development and production cost control to the.

　　

光伏危局 远虑 Photovoltaic crisis of foresight

　　

海外建厂还是扩大内需 Overseas factory or expand domestic demand

　　美商务部终裁征税范围不包括中国光伏企业海外建厂生产的太阳能电池，而英利、尚德、天合、阿特斯、昱辉、韩华、晶澳以及中电光伏等中国大型太阳能企业早就表现出积极在海外设厂的动向。

The ministry of commerce tax beauty final range does not include China pv enterprises overseas factory production of solar cell,And the British/suntech/TRW/Liverpool o/Yu hui/HanHua/Crystal Australia and China sunergy, China large solar energy enterprise already show positive in overseas axed trend.

　　英利曾表示会寻找时机在美国建厂，实现本地化生产销售;尚德早在2010年就布局了美国市场，该公司在美国的亚利桑那州凤凰城建造了工厂，其考虑开设更多的海外工厂，对欧洲及美洲国家都会进行评估。

Yingli has said will find time to the factory in the United States,To realize localization production sales;Suntech as early as 2010 layout market in the United States,The company's in Arizona phoenix to build the factory,Its considering opening more overseas factory,In Europe and America countries would evaluation.

　　天合光能董事长兼首席执行官高纪凡也表示，针对欧盟双反可能会考虑迁移工厂到欧洲市场。市场也有传言天合光能也有可能会在美国建立一家工厂。

Pv chairman and chief executive officer GaoJiFan also said,According to the European Union double reverse may consider migration factory to the European market.Market rumors have pv may also set up a factory in the United States.

　　据悉，晶澳太阳能已经在美国迅速建设了新的电池和组件生产线，自去年11月以后在美国出售的产品中，多数不再在美国反倾销范围之内。

It is reported,Crystal Macao solar already in the United States rapid construction the new battery and assembly line,Since last 11 months of products sold in the United States,In the United States most no longer within the scope of anti-dumping.

　　不过，业内人士分析，海外设厂已经成为这些企业面对欧美双反，继代工和提价后，打入欧美市场迫不得已的选择。进军海外市场虽说能保留部分品牌的市场份额，但在企业盈利情况不容乐观的当下，国外设立工厂面临成本、资金及负债等压力，成本上升将使中国太阳能制造商失去已有的价格优势。另外，在中国企业产能逐步转移海外的空窗期中，会为日本、韩国等其他国家的太阳能电池及组件厂创造争夺市场份额的机会。

but,Analysis of the personage inside course of,Overseas factories has become the enterprise in the face of Europe and the United States double back,Successive transfer work and after the price,Into the European and American market being forced to choice.Although the overseas markets can retain part of the brand market share,But in the enterprise profit it can't be optimistic about the present,Set up factories overseas facing cost/Capital and debt and pressure,The rise in the cost of solar energy will make Chinese manufacturers to lose has price advantage.In addition,In the Chinese enterprise productivity gradually transfer overseas window midterm,For Japan/South Korea and other countries of solar cell and component factory to create opportunities for market share.

　　此外，卓创资讯能源分析师李祾譞认为，中国光伏企业可以考虑转移目标市场，由传统市场转移向拉丁美洲等贸易壁垒较小的市场，“还要扩大国内市场需求”。通威集团董事局主席刘汉元也表示，中国企业在外国遭受不平等待遇时，掉头回国是对的，但不得不考虑的是，“出口占了我们产品很大的比例”。

In addition,Zhuo and information energy analyst li 祾 Xuan think,China pv enterprises can consider transfer target market,From the traditional market transfer to Latin America and other barriers to trade smaller market,"To expand domestic market demand".Pass wei group chairman of the board LiuHanYuan also said,Chinese enterprises in the foreign suffer not equal pay,Turn home is right,But had to consider is,"Our products export accounts for a big proportion of the".